Yash Soni
Edmonton,Canada
Summary
Financial professional with 4+ years in retail and small-business banking, focusing on financial planning, mortgage lending, and portfolio growth. Proven track record in building relationships and providing tailored advice, enhancing client satisfaction. Skilled in balancing sales performance with risk management to achieve client and institutional objectives. Committed to empowering clients with strategic solutions for long-term financial success.
Overview
8
8
years of professional experience
Work History
Senior Personal Banker (Home Borrowing Specialist)
TD Canada Trust
Edmonton, Canada
11.2024 - 07.2025
- Serve as a trusted advisor for complex mortgage and lending needs, delivering personalized financial strategies for both retail and small-business clients.
- Educate clients on borrowing options, estate planning considerations, and digital banking tools to enhance financial literacy.
- Partner with internal teams (Wealth, Business, and Credit) to provide holistic client solutions aligned with connection and collaboration.
- Mentor new hires on compliance, credit risk, and relationship-building techniques to foster a culture of service excellence.
- Recognized for maintaining high satisfaction scores and exceeding individual lending targets.
Personal Banker
TD Canada Trust
Edmonton / Kitchener, Canada
01.2023 - 10.2024
- Managed and grew a diverse client portfolio, ensuring proactive financial reviews and long-term relationship retention.
- Delivered multi-product financial plans integrating deposits, investments, and borrowing needs.
- Supported business development through referrals, networking, and branch partnerships.
- Streamlined application processes and maintained strong compliance with TD’s risk and data-privacy standards.
Personal Banking Associate
TD Canada Trust
Kitchener, Canada
11.2021 - 01.2023
- Delivered exceptional customer experiences while supporting lending and investment activities.
- Identified client needs and referred to specialized advisors, contributing to team growth and retention.
- Championed digital banking adoption, improving operational efficiency and client engagement.
Relationship Manager (Stock Broker)
Sharekhan
Mumbai, India
07.2017 - 07.2019
- Provided customized investment strategies to high-net-worth clients, boosting AUM and loyalty.
- Exceeded quarterly sales and cross-sell targets through strong market analysis and trust-based advisory.
- Conducted financial education sessions to build client understanding of portfolio management.
Education
Project Management -
Conestoga College
04-2021
Financial Planning -
Conestoga College
04-2020
Bachelor of Management - Finance
University of Mumbai
05-2017
Skills
- Financial & Estate Planning
- Complex Mortgage Solutions
- Client Relationship Management
- Credit Adjudication
- Business & Retail Banking
- Strategic Sales Planning
- Cross-Functional Collaboration
- Team Leadership & Mentorship
- CRM & Pipeline Management
- Risk & Regulatory Compliance
Additional Information
Proficient in Microsoft Office, CRM tools, and Omnichannel Banking Platforms, Strong interpersonal and communication skills, Known for integrity, professionalism, and a deep commitment to client success
Certifications And Awards
- CSC Certified (Canadian Securities Institute)
- PFSA / FP1 — In Progress
- TD Legends Award (2022)
- 8× Quarterly Spotlight Winner — Sales & Service Excellence
References
References available upon request.
Timeline
Senior Personal Banker (Home Borrowing Specialist)
TD Canada Trust
11.2024 - 07.2025
Personal Banker
TD Canada Trust
01.2023 - 10.2024
Personal Banking Associate
TD Canada Trust
11.2021 - 01.2023
Relationship Manager (Stock Broker)
Sharekhan
07.2017 - 07.2019
Project Management -
Conestoga College
Financial Planning -
Conestoga College
Bachelor of Management - Finance
University of Mumbai